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| Aull & Monroe Investment Management Corp
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| |
|---|---|
| CRD # | 104830 |
| SEC # | 801-35841 |
| CIK # | 0001387615 |
| AUM | $329.7 MM (2024-08-22) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 251-342-3339 |
| Address | 3605 Springhill Business Park Mobile, AL 36608 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| LLY | 301,789.7 | 9.2 | |
| CAT | 99,975.7 | 7.8 | |
| SO | 75,035.5 | 6.6 | |
| DE | 94,490.3 | 6.1 | |
| CSX | 63,357.9 | 5.7 | |
| PG | 338,108.9 | 5.7 | |
| MSFT | 1,918,222.4 | 5.4 | |
| HD | 277,648.0 | 5.3 | |
| JNJ | 465,600.2 | 5.0 | |
| ADP | 89,423.0 | 5.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122 | 41.0 |
| (b) Individuals (high net worth individuals) | 65 | 255.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 23.7 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.3 |
| (n) Other | 0 | 0.0 |
| Total | 454 | 329.7 |
| By Discretionary | ||
| Discretionary | 454 | 329.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 454 | 329.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 329.7 | |
| Total | 454 | 329.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001387615] |
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|---|---|---|
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OH | 0.3 |
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ID | 0.3 |
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|
Silicon Valley Wealth Advisors LLC
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CA | 0.3 |
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Red Wave Investments LLC
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PA | 0.3 |
|
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TN | 0.3 |
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Hoxton Capital Management USA LLC
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0.3 |